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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1751
Grand Wealth Management
Michigan
$49.4K +$35.1K +744 +218%
TCM
1752
Tradewinds Capital Management
Washington
$48.5K +$7.93K +168 +19%
BLC
1753
Brown, Lisle/Cummings
Rhode Island
$47.4K – – –
ASBI
1754
American State Bank (Iowa)
Iowa
$46.3K – – –
BAM
1755
Bellevue Asset Management
Washington
$44.4K – – –
MSFP
1756
Mark Sheptoff Financial Planning
Connecticut
$42.3K – – –
MMG
1757
Monetary Management Group
Missouri
$40.8K – – –
MBFW
1758
Morton Brown Family Wealth
Pennsylvania
$38.9K +$5.95K +126 +17%
AWA
1759
Authentikos Wealth Advisory
California
$38.7K +$40.2K +852 New
CICI
1760
Capital Investment Counsel Inc
North Carolina
$38.7K +$40.2K +852 New
JWM
1761
Janiczek Wealth Management
Colorado
$38.4K +$6.8K +144 +21%
TF
1762
Tompkins Financial
New York
$38.1K – – –
PWMG
1763
Provence Wealth Management Group
California
$38.1K +$39.7K +840 New
BBPWM
1764
Blue Bell Private Wealth Management
Pennsylvania
$37.6K – – –
MWM
1765
Mascoma Wealth Management
New Hampshire
$37.6K – – –
BCM
1766
BluePath Capital Management
Georgia
$37K +$38.5K +816 New
SIC
1767
SJS Investment Consulting
Ohio
$36.8K +$38.3K +810 New
AWM
1768
Avondale Wealth Management
Texas
$36.2K -$21.5K -456 -36%
GWSA
1769
Global Wealth Strategies & Associates
Colorado
$36.2K – – –
SFG
1770
Steward Financial Group
Texas
$36K – – –
MIM
1771
MTM Investment Management
South Carolina
$35.1K – – –
OCM
1772
Orion Capital Management
California
$34.6K +$36K +762 New
TSW
1773
Thompson Siegel & Walmsley
Virginia
$32K – – –
VCM
1774
Versant Capital Management
Arizona
$30.8K -$226K -4,794 -88%
RWM
1775
Raffa Wealth Management
District of Columbia
$30K -$8.22K -174 -21%
69 70
71
72 73